Specialist team

Our client relationship

In Luxembourg you will have access to our team of experts formed by 30 professionals with multidisciplinary capabilities and multilingual.

Private Bankers

Client main contact with the bank.
Total and exclusive dedication to the client.
Overall reflection of your needs to provide the most appropriate advice in each stage of your life.
Position review along with the client in the agreed periodicity.

Investment Team

A team that will be closer to innovation, to different perspectives and to new trends shaped by all market participants.
Responsible for conducting the strategic and tactical asset allocation for the mandate risk coordinated with CaixaBank Asset Management.
Providing proactive Investment Advisory services.
Commited to generating investment ideas.

Specialist team

Through your Private Banker, you will have access to our talented team of experts and all the capabilities of the CaixaBank Group.

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Wealth Planning

Specialists in designing eﬃcient business structures. Wide range of services:

Wealth and tax structuring.
Family business.
Training.
Succession planning partnering with the main international insurance companies.
In-depth knowledge of local tax framework, partnering with the best local legal experts.
Broad experience in advice and planning of major assets.

Mutual funds selection team

Benchmark team of professionals with proven experience, pioneers in analysing and monitoring this type of asset, with a multidisciplinary approach and training:

Financial and mathematical.
Up-to-date and proactive knowledge of the universe of mutual funds.
Selection process combining quantitative, qualitative, operational and risk-control criteria.
More than 650 funds permanently monitored.

Philanthropy Advice

A team specialising in philanthropic and sustainable investment.

A comprehensive advisory service that responds to your interests and objectives in the fields of philanthropy and sustainable investment:

1. Rigorous.
Applying an innovative approach, based on strategic philanthropy.
2. Based on reflection.
Helping you reflect on your goals and how to reach them.
3. Contributing an overall solution.
Offering a wide range of resources.